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Private Banking Officer II
City National Bank - San Diego, CA
PRIVATE BANKING OFFICER II WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all are...
Private Banking Officer II
City National Bank - Walnut Creek, CA
PRIVATE BANKING OFFICER II WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all are...
Client Manager
City National Bank - Walnut Creek, CA
CLIENT MANAGER WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region. Partners with the Private Bankers in...
Client Manager
City National Bank - SF, CA
CLIENT MANAGER WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region. Partners with the Private Bankers in...
